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    Prudent Diversification Practices for Investment Fiduciaries

    Webcast The objectives for this course are for the participants to gain a working understanding of prudent diversification practices
    Published on July 02, 2014

    Personal Financial Specialist Credential Committee

    Objectives or Roster Learn about the Personal Financial Specialist (PFS) Credential Committee objectives and members
    Published on April 07, 2014

    Prudent Diversification Practices for Investment Fiduciaries

    Presentation The objectives for this course are for the participants to gain a working understanding of prudent diversification practices
    Published on May 29, 2014

    Illustrative Engagement Letter

    Sample Letter A sample PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
    Published on April 03, 2012

    Illustrative Letter for a Limited Service Engagement

    Sample Letter A sample PFP engagement letter you can use when providing only a limited service engagement. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
    Published on September 20, 2010

    Risk Tolerance and Assessment

    Overview Use the resources below to assist you in assessing the risk tolerance for your clientele.
    Published on July 23, 2014

    Illustrative Engagement Letter - Short Version

    Sample Letter A short-form version sample PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
    Published on April 03, 2012

    Illustrative Engagement Letter Long Form

    Sample Letter A detailed PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
    Published on April 03, 2012

    Learn More About the CPA/PFS Credential

    Overview Learn More About the CPA/PFS Credential.
    Published on April 29, 2014

    Illustrations of Engagement Letter Explanations of Historical and Prospective Financial Information

    Article Because personal financial plans can include a variety of historical or prospective financial information, the illustrative engagement letters do not describe such information. Read more about illustrative engagement letter descriptions of certain historical and prospective financial information.
    Published on August 22, 2011

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